Tim Sullivan

Ottawa Branch
Tim Sullivan

Investment Advisor

B.Comm. (Hons)

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(613) 692-6787

Office Location

360 Albert Street 11th Floor Ottawa, ON K1R 7X7. map

Imagine a future where your financial success fuels not just your present comfort, but also a lasting legacy for generations to come. I believe it starts with an Investment Advisor who sees beyond investments, understanding the very fabric of your aspirations and the life you've worked so diligently to build.
 
As an Investment Advisor holding the Certified Financial Planner designation and with over 20 years of experience, I've witnessed firsthand the profound impact strategic financial planning can have on families. It's about much more than numbers; it’s about preserving your values, securing your family's future, and ensuring a seamless transition of your wealth.

I offer tailored strategies designed for your unique goals. This encompasses comprehensive wealth management, sophisticated tax mitigation, and multi-generational planning to help you achieve your vision and build a legacy that endures. I pride myself on honesty, transparency, and straightforward communication, guiding you with precision every step of the way.

Away from the office, I actively support my community by coaching in the Nepean Wildcats girls hockey association, while also serving on the Board of Directors as President at the Rideau View Golf Club. I am invested in community connection, which informs the care I deliver to you.
 
Ultimately, your financial well-being is deeply connected to your overall legacy. I'm committed to helping you achieve both. Let's talk about your vision and craft a plan to make it a lasting reality. Let’s build your future, together.

Certificates

B.Comm. (Hons)

CFP®

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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